Lauren Simer

Client Service Associate

Lauren supports AimWell through RFG Advisory, working behind the scenes with RFG, Charles Schwab, and Fidelity to process account updates, transfers, and other service requests. She also prepares and tracks paperwork and electronic forms, helping ensure important next steps are completed accurately and efficiently.

With over three years of experience in the financial industry, including roles in client service and marketing, Lauren brings both operational experience and a genuine commitment to helping others. Her familiarity with AimWell and attention to detail help keep client service moving smoothly and thoughtfully.

Originally from Texas, Lauren enjoys beach days, traveling to new places, and spending quality time with friends.